TrebleHook - CRM for AEC Firms
The Salesforce-native CRM built for how AEC firms actually win work.
Overview
TrebleHook is the AEC CRM, built natively on Salesforce. Architecture, Engineering, and Construction. Firms don't sell products — they pursue projects. TrebleHook is the only Salesforce-native managed package designed around that reality.
Built for AEC, TrebleHook's data model is designed around how AEC firms pursue work — projects, pursuits, go/no-go decisions, and proposals — not generic sales pipelines. No workarounds. No contorting Salesforce Opportunities into something
Salesforce-Native, Platform-Deep. As a 2GP managed package, TrebleHook lives fully inside your Salesforce org. That means your team, your data, your security model, and your existing Salesforce investments all work together out of the box.
AI-Ready for the Modern AEC Firm. TrebleHook is built to leverage Agentforce — Salesforce's native AI platform — for pursuit briefings, win probability scoring, and proposal automation. The AI your firm needs is already in the platform you're running on.
TrebleHook is the only Salesforce-native CRM purpose-built for architecture, engineering, and construction firms. Purpose-built for the AEC business development lifecycle — from first contact through pursuit, proposal, and award. Built as a managed package on Salesforce, TrebleHook gives BD leaders, marketing coordinators, and firm principals the pipeline visibility, pursuit tracking, and proposal workflow tools they need — without leaving the Salesforce platform they already trust. Why TrebleHook: Purpose-built AEC data model — pursuits, projects, and relationships managed the way AEC firms actually work Salesforce-native — no integrations to maintain, no data silos, no separate login Scales with your firm — from boutique A/E shops to ENR-ranked firms AI-ready — built to leverage Agentforce for pursuit scoring, briefings, and proposal automation AppExchange-vetted, 2GP managed package — enterprise-grade security and upgrade safety TrebleHook replaces spreadsheets, generic CRMs, and legacy AEC tools with a modern, configurable pursuit management platform that lives inside Salesforce.
Categories
- Business Needs
- SalesMarketingAnalytics
- Industries
- EnergyEngineering, Construction, & Real EstateProfessional Services
- Personas
- ExecutiveMarketerSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldSales ProgramsManaged PackageLightning App BuilderSalesforce Mobile